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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
501
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$77.2M +$19M 5 2.16% Increased
502
Vinva Investment Management
Vinva Investment Management
Australia
$77M +$10.8M 7 2% Increased
503
JSC
J. Stern & Co
United Kingdom
$76.9M +$2.11M 1 6.57% Increased
504
BCM
Bornite Capital Management
New York
$76.8M +$41.3M 3 7.69% Increased
505
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$76.5M -$5.13M 1 2.28% Reduced
506
Saturna Capital
Saturna Capital
Washington
$76M +$506K 3 1.03% Increased
507
ONGA
O'Neil Global Advisors
California
$75.8M +$53M 2 17.45% Increased
508
WTA
Washington Trust Advisors
Massachusetts
$75.6M -$45.3K 5 6.14% Reduced
509
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$75.6M -$853K 5 2.41% Reduced
510
Allworth Financial
Allworth Financial
California
$75.4M +$21.3M 29 0.36% Increased
511
Rathbones Group
Rathbones Group
United Kingdom
$75.4M +$1.64M 6 0.33% Increased
512
Vident Advisory
Vident Advisory
Georgia
$75.2M -$5.58M 8 0.84% Reduced
513
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$75.2M -$5.36M 10 0.64% Reduced
514
CM
Cercano Management
Washington
$75.2M +$15.3M 4 2.15% Increased
515
Metis Global Partners
Metis Global Partners
California
$74.9M -$6.55M 5 1.93% Reduced
516
Pinnacle Associates
Pinnacle Associates
New York
$74.9M +$1.98M 7 1.08% Increased
517
PFM
Privium Fund Management
Netherlands
$74.7M +$6.63M 1 16.11% Increased
518
Eastern Bank
Eastern Bank
Massachusetts
$74M -$17.9M 7 1.41% Reduced
519
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$73.5M -$9.21M 7 0.51% Reduced
520
Cresset Asset Management
Cresset Asset Management
Illinois
$72.9M -$19.8M 10 0.36% Reduced
521
Scotia Capital
Scotia Capital
Ontario, Canada
$72.9M +$3.25M 6 0.34% Increased
522
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$71.8M +$7.04M 10 0.97% Increased
523
OAM
Ophir Asset Management
Australia
$71.4M +$41M 2 11.36% Increased
524
R.M. Davis Inc
R.M. Davis Inc
Maine
$71.1M -$2.45M 5 1.32% Reduced
525
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$70.7M +$4.8M 6 1.03% Increased